Creating a Lead Qualification Rule Set Group

You are the Marketing Operations Manager at InFusion Corporation. As new leads are generated, they should be qualified for a more efficient sales effort. 

This is the second of a short series of demos explaining how to build

   1.  Rule Sets

   2.  Rule Set Groups.

Steps:

1. Rules are organized into Rule Sets. You start to build rules by creating or opening a Rule Set.

    

   You can link a rule set with other rule sets by using the Associated Rule Set Groups tab.

   Step 1

2. We'll now create a Rules Set Group for the Classification Rule Set that you see at the top of the page.

   Step 2

3. Navigate to the Associated Rule Set Groups tab.

   You associate the rule set with a rule set group. You can create a new rule set or utilize an existing group.

    

   Click the Add Row button.

   Step 3

4. Click the Search and Select: Rule Set Group link.

   Step 4

5. You can create a new rule set group or leverage those already built.  Create a new rule set group.

    

   Click the Create link.

   Step 5

6. Enter the desired information into the Name field. Enter

    a valid value
    e.g.
    "Assignment RuleSet Group"
   .
   Step 6

7. Enter the desired information into the Description field. Enter

    a valid value
    e.g.
    "Assignment Rules Rule Sets for Assignment Manager"
   .
   Step 7

8. Click the OK button.

   Step 8

9. Click the Search and Select: Rule Set Group link.

   Step 9

10. If you don't see your rule set name, search for it.

     

    Click the Search link.

    Step 10

11. Enter the desired information into the Name field. Enter

     a valid value
     e.g.
     "Assign%"
    .
    Step 11

12. Click the Search button.

    Step 12

13. Click the Assignment RuleSet Group object.

    Step 13

14. Click the OK button.

    Step 14

15. Click the Save button.

    Step 15

This concludes the Lead Qualification Rule Set Group demo.

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